Univest Financial Corp
UVSP- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0000102212
In the last 90 days, Univest Financial Corp insiders filed 0 open-market purchases and 2 sales; 222 institutions reported holding it in 13F filings for Q2 2026, worth $995.9M in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Univest Financial Corp as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 138
- −7 vs. Q1 2022
- Shares held
- 21.3M
- +115.2K (+0.5%) vs. Q1 2022
- Total value
- $542.1M
- −$25.3M (−4.5%) vs. Q1 2022
- New holders
- 7
- 46 more added
- Sold out
- 14
- 56 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UVSP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 222 | $995.9M |
| Q1 2026 | 209 | $766.0M |
| Q4 2025 | 198 | $722.1M |
| Q3 2025 | 186 | $667.6M |
| Q2 2025 | 183 | $678.0M |
| Q1 2025 | 179 | $645.5M |
| Q4 2024 | 174 | $667.8M |
| Q3 2024 | 157 | $626.7M |
| Q2 2024 | 140 | $495.4M |
| Q1 2024 | 139 | $456.0M |
| Q4 2023 | 142 | $486.9M |
| Q3 2023 | 135 | $375.8M |
| Q2 2023 | 139 | $391.3M |
| Q1 2023 | 141 | $516.5M |
| Q4 2022 | 137 | $561.7M |
| Q3 2022 | 142 | $496.4M |
| Q2 2022 | 138 | $542.1M |
| Q1 2022 | 148 | $574.7M |
| Q4 2021 | 143 | $637.1M |
| Q3 2021 | 138 | $577.4M |
| Q2 2021 | 138 | $550.0M |
| Q1 2021 | 138 | $599.4M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Univest Financial Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 59,646 | $1.52M | 0.00% | −1,547−2.5% | Reduced |
| Prudential Financial Inc | 63,999 | $1.63M | 0.00% | +33,200+107.8% | Added |
| Assenagon Asset Management S.A. | 64,070 | $1.63M | 0.01% | −32,285−33.5% | Reduced |
| American Century Companies Inc | 68,069 | $1.73M | 0.00% | +17,717+35.2% | Added |
| Swiss National Bank | 69,678 | $1.77M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 71,504 | $1.82M | 0.00% | −31,047−30.3% | Reduced |
| AQR Capital Management LLC | 76,999 | $1.96M | 0.00% | +10,583+15.9% | Added |
| Two Sigma Investments, LP | 77,198 | $1.96M | 0.01% | +15,167+24.5% | Added |
| Two Sigma Advisers, LP | 87,380 | $2.22M | 0.01% | +16,300+22.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 91,490 | $2.33M | 0.01% | +5,100+5.9% | Added |
| State of New Jersey Common Pension Fund D | 110,993 | $2.82M | 0.01% | +22,150+24.9% | Added |
| Deprince Race & Zollo Inc | 129,908 | $3.31M | 0.08% | −10,023−7.2% | Reduced |
| Maltese Capital Management LLC | 133,244 | $3.39M | 0.73% | +133,244 | New |
| Monarch Partners Asset Management LLC | 134,129 | $3.41M | 0.95% | −8,910−6.2% | Reduced |
| Putnam Investments LLC | 148,981 | $3.79M | 0.01% | +2,731+1.9% | Added |
| Ameriprise Financial Inc | 150,043 | $3.82M | 0.00% | −3,310−2.2% | Reduced |
| Bank of New York Mellon Corp | 193,397 | $4.92M | 0.00% | −10,325−5.1% | Reduced |
| Nuveen Asset Management, LLC | 193,435 | $4.92M | 0.00% | −9,370−4.6% | Reduced |
| Goldman Sachs Group Inc | 203,292 | $5.17M | 0.00% | −14,815−6.8% | Reduced |
| Charles Schwab Investment Management Inc | 208,186 | $5.30M | 0.00% | −4,108−1.9% | Reduced |
| Neuberger Berman Group LLC | 247,102 | $6.29M | 0.01% | +4,809+2.0% | Added |
| Bridgeway Capital Management, LLC | 273,479 | $6.96M | 0.16% | +135,000+97.5% | Added |
| Morgan Stanley | 295,057 | $7.51M | 0.00% | +244,208+480.3% | Added |
| Allspring Global Investments Holdings, LLC | 339,378 | $8.63M | 0.01% | +4,928+1.5% | Added |
| Northern Trust Corp | 361,819 | $9.21M | 0.00% | −3,160−0.9% | Reduced |
| Leeward Investments, LLC - MA | 478,919 | $12.2M | 0.56% | −14,350−2.9% | Reduced |
| Univest Financial Corp | 527,319 | $13.4M | 4.38% | −4,035−0.8% | Reduced |
| Geode Capital Management, LLC | 527,618 | $13.4M | 0.00% | +5,873+1.1% | Added |
| Endeavour Capital Advisors Inc | 569,399 | $14.5M | 2.80% | +10,970+2.0% | Added |
| FJ Capital Management LLC | 642,000 | $16.3M | 1.63% | +36,352+6.0% | Added |
| State Street Corp | 782,616 | $19.9M | 0.00% | −61,539−7.3% | Reduced |
| Renaissance Technologies LLC | 806,589 | $20.5M | 0.02% | −46,180−5.4% | Reduced |
| Manufacturers Life Insurance Company, The | 1,247,016 | $31.7M | 0.02% | −88,290−6.6% | Reduced |
| Vanguard Group Inc | 1,528,103 | $38.9M | 0.00% | +10,289+0.7% | Added |
| Pzena Investment Management LLC | 1,711,041 | $43.5M | 0.19% | −20,079−1.2% | Reduced |
| FMR LLC | 1,962,497 | $49.9M | 0.00% | −50,467−2.5% | Reduced |
| Dimensional Fund Advisors LP | 2,122,563 | $54.0M | 0.02% | +75,487+3.7% | Added |
| BlackRock Inc. | 2,924,659 | $74.4M | 0.00% | +61,344+2.1% | Added |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −168,900−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −40,206−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,973−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −10,274−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −9,547−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,660−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −8,178−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −8,176−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |